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IDEX
IEX

Overview Fund Activity

488 hedge funds and large institutions have $10.1B invested in IDEX in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+17
Holders Change %
+3.61%
% of All Funds
10.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
77
Increased
168
Reduced
162
Closed
54
Calls
$8.09M
Puts
$4.87M
Net Calls
+$3.22M
Net Calls Change
-$3.92M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
$80.8M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$262M
3
BlackRock
BlackRock
New York
$960M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$385M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.17B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$360M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$216M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$25.4M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$7.13M
5
AllianceBernstein
AllianceBernstein
Tennessee
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aviva
126
Aviva
United Kingdom
$7.42M +$2.14M +15,483 +41%
Janus Henderson Group
127
Janus Henderson Group
United Kingdom
$7.13M -$33.9M -245,505 -83%
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$6.91M +$6.91M +50,051 New
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$6.91M -$1.97M -14,459 -22%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$6.9M +$525K +3,800 +8%
BNP Paribas Asset Management
131
BNP Paribas Asset Management
France
$6.78M +$1.04M +7,544 +18%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$6.67M -$851K -6,164 -11%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$6.3M -$31.5K -228 -0.5%
Envestnet Asset Management
134
Envestnet Asset Management
Illinois
$6.27M -$82.9K -600 -1%
APG Asset Management
135
APG Asset Management
Netherlands
$5.83M +$4.69M +33,996 +415%
Adage Capital Partners
136
Adage Capital Partners
Massachusetts
$5.72M -$5.97M -43,200 -51%
GG
137
Gofen & Glossberg
Illinois
$5.68M +$28.2K +204 +0.5%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.66M +$767K +5,554 +16%
RJA
139
Raymond James & Associates
Florida
$5.64M -$147K -1,062 -3%
MPM
140
Meritage Portfolio Management
Kansas
$5.63M -$424K -3,071 -7%
State of Tennessee, Department of Treasury
141
State of Tennessee, Department of Treasury
Tennessee
$5.44M +$245K +1,773 +5%
Russell Investments Group
142
Russell Investments Group
United Kingdom
$5.39M -$1.61M -11,725 -23%
Asset Management One
143
Asset Management One
Japan
$5.29M -$80.9K -586 -2%
UBS Group
144
UBS Group
Switzerland
$5.27M -$11.2M -81,164 -68%
SOADOR
145
State of Alaska Department of Revenue
Alaska
$5.17M +$383K +2,772 +8%
Luther King Capital Management (LKCM)
146
Luther King Capital Management (LKCM)
Texas
$5.09M +$5.09M +36,820 New
Squarepoint
147
Squarepoint
New York
$4.96M +$4.96M +35,937 New
MSE
148
MUFG Securities EMEA
United Kingdom
$4.94M +$3.14M +22,748 +174%
Natixis Advisors
149
Natixis Advisors
Massachusetts
$4.94M +$75.3K +545 +2%
EAM
150
EULAV Asset Management
Florida
$4.79M -$6.08M -44,035 -56%
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